Soltis Investment Advisors’s Vistra VST Stock Holding History

Soltis Investment Advisors’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,201	Closed	-$1.2M	–	412
2025 Q1	$1.2M	Buy	+10,201	New	+$1.52M	0.11%	157

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Soltis Investment Advisors's VST Position: Q2 2025 in Review

Soltis Investment Advisors sold out of Vistra (VST) in Q2 2025, closing a stake of 10,201 shares — an estimated $1.2M sold.

Soltis Investment Advisors first reported a position in VST in Q1 2025 and held it in 1 quarter. The position peaked at $1.2M in Q1 2025. 1,273 funds tracked by Wall St. Rank hold VST as of Q2 2025.

Soltis Investment Advisors reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
Soltis Investment Advisors sold 10,201 Vistra shares in Q2 2025, an estimated $1.2M.
Soltis Investment Advisors first reported a position in Vistra in Q1 2025 and held it in 1 quarter.
Soltis Investment Advisors's Vistra position peaked at $1.2M in Q1 2025.
1,273 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on Soltis Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.